Event

Webinar: Financial planning in uncertain times

  • 11 August 10:00 am – 11:00 am
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  • CPD Points: 1.00
  • Access Restrictions: The recording of this webinar is only available through the Property Institute site to people who have purchased access using the Register button on this page.
  • Duration: 60:00
Pricing
$57.50 Members
$115.00 Non Members

About the Event

When financial uncertainty strikes many consumers take a cautious approach to managing their money and shift their focus toward playing it safe and keeping their finances afloat until things improve.

Although it is wise to exercise caution in the face of uncertainty, too many people respond to this uncertainty by putting their financial planning on hold. But pausing financial planning doesn’t put you in a better position to come out of uncertain times stronger than you were before.

In fact, financial planning can help you turn uncertainty into an opportunity to actually increase your financial security and take strong steps toward a brighter future.

Hear from Katrina Shanks Chief Executive Officer / Financial Advice New Zealand and Christine Hay Managing Director / Financial Sense Limited as they share some tips on how to approach the financial planning process in the face of these challenges.

CPD Point


Members please note, you will be required to complete a participation verification question before your CPD points will be automatically allocated to your CPD diary.


Speakers

  • Katrina Shanks

    • Chief Executive Officer / Financial Advice New Zealand

    Katrina has spent much of her career in financial services. A Chartered Accountant by trade, Katrina started her career in Audit, spent time at Newton Fund Management in London and then joined Westpac Trust. She has owned her own small accountancy business for seven years, after which she was the Financial Controller for the National Party.

    Katrina has a deep understanding of the legislative process and how to influence policy development, drawn from her experience as a two-term Member of Parliament. During that time, she chaired Select Committees and was a member of the Commerce Select Committee during the significant legislative changes in the financial services sector. Katrina has considerable experience leading membership bodies, working with regulatory change, creating public awareness and has developed a learning academy. In addition to this she has managed the significant Funeral Trust.

    Katrina is now the CEO of Financial Advice NZ and is extremely excited about the opportunities for the sector and influencing more New Zealanders seeking quality financial advice to increase their financial health, wealth and wellbeing.

  • Christine Hay

    • Managing Director, Financial Sense Limited

    Christine Hay is sole adviser for and Managing Director of Hawke’s Bay financial advice provider, Financial Sense Limited. She is a Financial Adviser and has gained the CFP (Certified Financial Planner) and the CLU (Certified Life Underwriter) designations which are recognised internationally as symbols of excellence. Christine also has NZ qualifications with a Post Grad Diploma in Personal Finance, after obtaining her Bachelor of Business Degree.